DIVERSIFY WEALTH MANAGEMENT, LLC
Holdings in MC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,525,488 | 94,930 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $6,687,248 | 93,764 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $5,558,258 | 89,189 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $4,452,751 | 76,298 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $4,357,146 | 58,976 | Shares | Sole | 2025-01-16 |
| 2024-09-30 | $2,038,583 | 29,756 | Shares | Sole | 2024-10-25 |
| 2024-06-30 | $1,517,820 | 26,694 | Shares | Sole | 2024-08-08 |